Views — One Dataset, Every Way Your Team Works
Present the same Table as a Grid, Kanban board, Calendar, Timeline, Gantt chart, Map, Chart, or Form—filtered and saved per audience—so every team reads the work its own way while the data stays one source of truth.
What Is Views?
Views are customized ways of looking at the same underlying Table data—filtered, sorted, grouped, or reformatted presentations that never alter the Records themselves. Views help GRC, IT, project, and business operations teams give every role the lens it needs—an edit made in one View is instantly reflected in every other View of that Table. Core view types are included on all SmartSuite plans; each has its own page, starting with Grid View.
One Source of Truth
Reshape How Data Looks Without Changing the Data
Every View—filtered, sorted, grouped, or reformatted—draws from the same underlying Records. Update a status on a Kanban card and the Grid, Calendar, and every report reflect it instantly, because there is nothing to sync.
Teams stop reconciling copies and start working one governed dataset from different angles.
Plan & Schedule
Track Work Visually Across Kanban, Calendar, Timeline, and Gantt
Move work through stages on a Kanban board, watch deadlines on a Calendar, sequence initiatives on a Timeline, and manage dependencies on a Gantt chart—each a saved View on the Table you already have.
Card View adds a visual gallery format, and Map View plots location-based Records geographically.
Analyze & Compose
Turn Views Into Charts, Documents, and Canvases
Chart View summarizes Records as bar, line, pie, donut, and other chart formats for instant analysis. Document View presents Records as readable pages, and Form View collects new Records from anyone you choose.
Reporting starts where the data lives instead of in an export.
Personal & Shared
Save Public, Private, and Favorite Views for Every Role
Public Views give the whole Table one shared lens, managed by Solution Managers. Private Views save your own filters, sorts, groupings, and field visibility—listed under My Private Views—while My Favorites pins the Views you use most to the top of the View Panel.
On Professional and Enterprise plans, view folders keep long view lists organized, and locked Views prevent changes until a Solution Manager unlocks them.
External Sharing
Publish Read-Only Shared Views Beyond Your Workspace
Administrators and Solution Managers can publish a read-only version of a Grid, Card, or Gantt view via shareable link or embed code—with field selection, filtering, passcode protection, and toggles for export, record opening, and the toolbar. External viewers need no license, and regenerating a link invalidates the old one.
Clients and auditors see exactly what you scoped, and nothing more.
Views
Governed teams serve many audiences from one dataset—practitioners, managers, executives, and outside reviewers each get a View scoped to what they need.
Control owners work a Kanban of tests by status, the compliance lead keeps a locked master Grid, and each tester saves a private View filtered to their own assignments—one register, three lenses.
Publish a passcode-protected, read-only Shared View of the evidence register scoped to the fields an external auditor needs—no license, no export unless you allow it.
Run the same findings Table as a triage Grid for issue owners, a Kanban by severity for the risk lead, and a Timeline of remediation milestones for the quarterly review.
Watch policy review dates, control test deadlines, and audit milestones on a Calendar View, and sequence the audit plan on a Gantt—each a saved View on the Tables you already have.
Pair Views with Dashboards—saved Views feed charts and widgets, turning working compliance data into a risk-committee summary that is always current.
Governed teams serve many audiences from one dataset—practitioners, managers, executives, and outside reviewers each get a View scoped to what they need.
A View is a customized way of looking at the same underlying Table data—filtered, sorted, grouped, or reformatted—without altering the Records. An edit made in one View is instantly reflected in every other View of that Table.
The core set is Grid, Card, Kanban, Calendar, Timeline, Gantt, Map, Chart, and Form, with Chart View supporting bar, line, pie, donut, and other formats. Each view type has its own feature page with full detail.
Core view types—Grid, Card, Kanban, Calendar, Timeline, Gantt, Map, Chart, and Form—are included on all paid plans. Locked Views and view folders are available on Professional and Enterprise plans.
Public Views are shared with everyone using the Table and managed by Solution Managers. Private Views are visible only to their creator and save that person's own filters, sorts, groupings, and field visibility. My Favorites pins your most-used Views to the top of the list.
Yes. Administrators and Solution Managers can publish a read-only Shared View of a Grid, Card, or Gantt view via link or embed code—with optional passcode protection, field selection, filtering, and export toggles. External viewers need no user license.
Yes. On Professional and Enterprise plans, locked Views prevent modification by other users until a Solution Manager or Administrator unlocks them—shown with a red lock icon. Duplicated Views also default to private.
No. Views are presentations of the same Records—no copies, no syncing. Filters, sorts, and groupings are saved with autosave on by default, and deleting a View never deletes the underlying data (though the View itself cannot be restored).
Give Every Role the Right Lens in Minutes
Build a board for the team, a timeline for the plan, and a chart for the review—all on the data you already have.